PFG Advisors’s Nikola Corporation Common Stock NKLA Stock Holding History

PFG Advisors’s Portfolio NKLA Stock Details NKLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-775	Closed	-$32.1K	–	703
2023 Q2	$32.1K	Sell	775 -58	-7%	-$1.6K	﹤0.01%	668
2023 Q1	$30.2K	Sell	833 -397	-32%	-$26K	﹤0.01%	633
2022 Q4	$79.7K	Sell	1,230 -240	-16%	-$20.1K	0.01%	554
2022 Q3	$155K	Buy	+1,470	New	+$249K	0.02%	498
2022 Q1	–	Sell	-1,158	Closed	-$343K	–	562
2021 Q4	$343K	Buy	+1,158	New	+$386K	0.03%	415

Other funds holding NKLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

PFG Advisors's NKLA Position: Q3 2023 in Review

PFG Advisors sold out of Nikola Corporation Common Stock (NKLA) in Q3 2023, closing a stake of 775 shares — an estimated $32.1K sold.

PFG Advisors first reported a position in NKLA in Q4 2021 and held it in 5 quarters. The position peaked at $343K in Q4 2021. 274 funds tracked by Wall St. Rank hold NKLA as of Q3 2023.

PFG Advisors reported no remaining Nikola Corporation Common Stock position as of Q3 2023 after selling out during the quarter.
PFG Advisors sold 775 Nikola Corporation Common Stock shares in Q3 2023, an estimated $32.1K.
PFG Advisors first reported a position in Nikola Corporation Common Stock in Q4 2021 and held it in 5 quarters.
PFG Advisors's Nikola Corporation Common Stock position peaked at $343K in Q4 2021.
274 funds tracked by Wall St. Rank held Nikola Corporation Common Stock as of Q3 2023.

Based on PFG Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.